From Growth To Value

Since early 2023, a few months after the launch of ChatGPT, I've been hearing that $NVDA is cyclical, demand will drop, it's a bubble, etc. Cynicism sounds smart, but it costs you a lot of money. In this case, 15x your money. And yes, $NVDA is still a buy right now. https://t.co/WDIDDQVhgM

$NVDA's @JensenHuang has been the most important voice to listen to in AI for a decade already. And he is right here as well. It's all made up. Why? See my last Overview of The Week: https://t.co/0YkKU9TfKf https://t.co/tliHD1zTBY

Wake up, honey! The new Overview Of The Week is out!🎉 Is the market much cheaper than it looks? According to a Fed paper, it is. $NVDA's Hugging Face acquisition. The FTC and 20+ states sue $AMZN's advertising practices. The 3 podcast episodes I recommend (two are with @GavinSBaker!) And much, much more. You can find it here: https://t.co/NrElkKAiHu

1. I've been invested in $ASML, $NVDA, $AMD, $AVGO and many more for years. Late? Seriously, dude... (always dudes, women are usually smarter). If you were a subscriber, you'd know. 2. The stocks you name, are down so much from their top. What makes you think I bought at the top? By the way, maybe you are not a real investor, because investors know that you will always have losers. 3. Why don't you mention my winning picks? $SHOP since $7.74, $NET since $39, $NU since $4.78, $CRWD since $24 and so on?

@saxena_puru The assymetry makes this false. The downside is 100% (unless you use leverage), the upside virtually unlimited. You can have 5 huge losers, 2 losers, 2 winners and 1 $NVDA and still outperform the market. By the way, this post also assumes people only buy at absolute tops. https://t.co/Rf7pmRT2h2

Another confirmation of what I wrote to my subscribers yesterday: $SSNLF $NVDA $MU $SKHY "But listen to what everyone in this business is saying: memory is still an extreme constraint. Nvidia is even releasing its Vera Rubin platform with less memory than originally planned, because there simply isn’t enough supply. And the company said it would have grown in the triple digits again next year if enough memory had been available. Instead, it guided for around 70% revenue growth. If you hear that, do you really believe the ‘Memory is in a bubble’ narrative? I don’t claim it might not be in a few years, but not right now."

Wake up, honey! The new Overview Of The Week is out! With: * I met my investing hero in Dublin. * A short $NVDA earnings analysis. * Warren Buffett's 96st birthday * A new Stock On My Radar * Much more You can find it here: https://t.co/ZuOkQPhNYL https://t.co/M2Yot1LZJS

$NVDA revenue growth accelerating for 4 consecutive quarters. 70% revenue growth expected for next year vs. the consensus of 44%. And you are BEARISH?? https://t.co/rwvqvIf5GK

$NVDA to Michael Burry... https://t.co/5vvRbwIFQH

$NVDA damn impressive... $CRWD, what a beast! 💪🏻 Long both since years. 🚀